Peter D. Senick Email & Phone Number

My team and I work to provide clarity and confidence for our client’s financial future. We believe this is a differentiation and connects us to our client in a meaningful way.Royal Financial Partners is a full service Financial Planning Firm, with expertise in Retirement and Financial Planning, Family and Estate Planning, Executive Benefits, and Business Succession.Our work involves advising clients on matters relating to wealth accumulation and protection, investment programs and insurance planning while helping you navigate the risks associated with capital markets.Specialties: Tax Exempt Employer and Employee Benefits, Life Insurance, Disability Income, Long Term Care, Annuities, Brokerage products, ETFs, SMA's and Managed Accounts.Our Three Core Strategies are the foundations from which we make professional recommendations:1. Provide Objective Advice regarding variations of risk management for investments 2. Save Money3. Coordinate Existing assets and strategies into a planFrom Social Security, to pensions, Roth 401k, 403b, 457b, and tax preferred choices, we will listen to your needs and wants, and formulate a personal strategy with you that will meet your financial goals for both short and long term.

Listed skills include Retirement Planning, Financial Planning, Insurance Strategies, Risk Management, and 5 others.